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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PLANMEMBER SECURITIES Service code 13 · EIN 95-3706234 | Contract Administrator | $638,082 |
SECURITY NATIONAL BANK1+ years Filed as: SECURITY BENEFIT LIFE Service code 28 · EIN 48-0409770 | Investment Management | $490,114 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 52-1573723 | Investment Management | $199,105 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,434 | $41,854+49.2% | $73,837-15.4% | $52,331+19.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 1.49% | 2.11%-0.6pp | 2268.13%-2266.6pp | 4.54%-3.1pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,788-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $19,685 | $2,498+688.0% | $3,583+449.4% | $3,022+551.4% |
| Admin fee / account holder | $934 | $493+89.6% | $4,882-80.9% | $592+57.9% |